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Individuals and Families

What qualities do individuals and families value most highly in an advisor?

Wisdom, for one. Expertise. Authority. Discretion. These are all important. But we find there’s another quality our clients value above all: integrity.

In serving individuals and families, we seek to fulfill our fiduciary duty to the fullest extent. Simply put, we look out for the interests of our clients – near-term as well as long-term – wherever those interests may lie.

It has been our responsibility and our privilege to serve some of the most visible and successful individuals, families and institutions of the past hundred years. Our ability to meet their expectations, and often to go beyond them, is what we believe distinguishes us. It is those abilities, along with wisdom and integrity, that underscore the commitment we make to every client we serve.

Our Wealth Advisory Services include the full complement of services that individuals or families may require, including long-range planning, tax advice, coordination of multiple advisors, trust and governance planning, asset allocation, portfolio and investment management, manager selection, and outsourced Chief Investment Officer (CIO) services.

Our Asset Management Services include global investment opportunities, alternative investments, sustainability and impact investing and other specialized investment options. Rockefeller clients also enjoy daily access to their portfolio information through Rockit® technology, an industry leader.